P2 Control Layer
The missing layer between your CRM and how your team actually works.
Microsoft gave you the platform. You built the system. But there’s a gap—your team needs tools that make Dynamics 365 actually usable.
The P2 Control Layer fills that gap.
What You Get
Foundation Tools + Solutions That Fit Your Needs
Every plan includes our Foundation—the baseline tools that keep your system running smoothly. Then add the Solutions that solve your specific operational challenges.
Foundation (Included in Every Plan)
- Learning Center – Video training library for your team
- System Utilization Monitor – See who’s using your CRM and how
- System Issues Module – Track requests and our work for you
- Automation Monitor – Dashboard showing your workflows and integrations are running
- Link Views / Reporting Center – Centralized access to reports and documents
- Plus: Quarterly check-in calls and email support
Primary Solutions (Choose What You Need)
Select the solutions that address your operational challenges. Full details on each product page.
View Scheduler
Deliver critical CRM views automatically via email—no more hoping your team remembers to check. Learn More →
Activity Center
See every call, email, and special activity for each customer in one place—stop hunting across records. Learn More →
P2 Tags
Group records for campaigns, territory visits, or events without permanent custom fields cluttering your CRM. Learn More →
Send Wizard
Send quotes, confirmations, and standard communications in a simple, repeatable way. Learn More →
Lead Qualifier
Custom-built qualification tool tailored to your specific sales process and requirements. Learn More →
Transparent Pricing Based on Team Size
P2 Control Layer is designed for teams with 10 or more users who have IT support managing their Dynamics 365 environment. For smaller teams or organizations wanting full CRM partnership, explore Managed Services.
Setup Fees
One-time setup: $750-$1,750 for Foundation + $500-$1,000 per solution
Setup costs vary based on your environment complexity. We provide an exact quote after understanding your needs.
Is This For You?
You’re a great fit if:
- You have 10 or more CRM users
- You have IT support (internal team or outside partner) managing your Dynamics 365
- You’re tired of Excel exports, manual view-checking, and workarounds
- You want proven solutions with ongoing support, not custom development you maintain yourself
You might not be a fit if:
- You need full CRM management (consider our Managed Services instead)
- You need deep custom integrations or business process re-engineering
- You’re on a platform other than Dynamics 365
Why the P2 Control Layer Works
Built from Real Needs
Every tool was created to solve actual problems we encountered across dozens of deployments. Battle-tested, not theoretical.
Supported, Not Sold
Quarterly check-ins, email support, ongoing upgrades. As we work with clients, we continuously improve each tool.
Grows With You
Start with Foundation and one solution. Add more as you see value. Upgrade to Managed Services when you’re ready.
Frequently Asked Questions
Can I change solutions later?
Yes. Add or remove solutions anytime. We’ll pro-rate and adjust your billing.
Can I try this before committing?
Yes. We maintain a dedicated demo environment with all Control Layer tools installed. Schedule a demo session and we’ll walk you through everything in a live environment.
Do I need a long-term contract?
No. Our plans are offered on a monthly or quarterly basis.
What if I outgrow the Control Layer?
Many clients transition to our full Managed Services. We’ll make it seamless, and your Control Layer setup work credits toward Managed Services onboarding.
Ready to Grow?
Start with Control Layer. Grow Into Managed Services.
The P2 Control Layer is designed for teams who have their own support but want better operational tools. It’s a great starting point.
But as your business grows, you might find you want more than tools—you want a true CRM partner who handles everything: strategy, development, support, and ongoing optimization.
That’s where our full Managed Services come in. When you’re ready to make that transition, we’re ready too.
Ready to See How This Works?
Schedule a demo in our live environment, or talk with us about which tools fit your team’s needs.